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I’ve heard of Document Automation, but not sure what it is or if it’s for me, how do I know?

Document Automation is about the creation of documents.

A ‘Template’ is the master that you generate documents from – your ‘Control’. Simply put, your Control ensures you can quickly create accurate, impactful documents repeatedly, at a fraction of the cost of manually creating them. Templates can be Word documents, Excel spreadsheets or even PowerPoint presentations.

To help you decide if it could work for you or your business, here are six questions to ask yourself if you’re thinking about Document Automation. If you answer ‘yes’ to one or more of them, you may want to get in touch with us to find out how we can help you.


I already have a Document Automation platform, how can DocGovern help me?

Even if you have a Document Automation platform, you may be-

a. Not using it to its full potential

b. Wanting to get more out of it to justify or maximise the ROI from your investment

Our range of services can help you get the most out of your platform, whether you want to stay with your current vendor or move.

Our ‘Purchasing or Changing Document Automation Solutions’ videos highlight issues you may want to be aware of if you have a legacy Document Automation Solution.


I’m thinking about implementing Document Automation, but don’t know where to start, can you help me?

Our Resources section has videos, infographics and White Papers to help you learn more about Document Automation and our Blog area has a number of informative knowledge based articles on the subject.


I know all about Document Automation and its benefits, but there are so many platforms on the market I don’t know where to start, can DocGovern help me?

Absolutely. As consultants we fully evaluate our Clients’ needs and recommend a Document Automation platform based on this. We are not affiliated with any vendor and part of our unique approach is using a series of processes to continually appraise ourselves of the Document Automation solutions market.

This infographic illustrates our Continuous Assessment Map (‘CAM’) for evaluating Document Automation vendors.


I’m a small business and know how Document Automation could help me, but I don’t want to spend a lot of money on an expensive platform, what are my options?

We work with several Document Automation vendors that address this challenge. Each platform has gone through our CAM Assessment process and we can offer free trials and special payment terms with some of our key partners – have a look at some of these vendors. You may be surprised to see that a good solution can cost less than you spend on coffee each week!

We are here to help you find the best Document Automation solution for you, at the best price, for the quickest ROI.


I want to move to a new Document Automation solution, but how difficult would it be to create templates in another platform?

Not difficult at all. Any skills developed in the Document Automation solution you’re currently using can be transferred to a new platform. Most Document Automation solutions have similar concepts and approaches, and creating new templates in a different platform is something you can easily do. As an example, these videos illustrate how you can build a simple NDA contract in a few different platforms.

Even if you’ve never used a Document Automation solution before, if you can use Word, then you can use most Document Automation platforms. This blog post talks a bit more about this and why you shouldn’t panic if you think you’re stuck with the Document Automation platform you’re using.


How do I contact DocGovern if my question isn’t answered here?

You can email us at or give us a call on +44 (0) 20 8092 6284 for a no-obligation chat with one of our team.

Additional Information

Try Our ROI Calculator

New to Document Automation?

Why Document Automation?

What to look for in a solution

How to Successfully Adopt Document Automation

Document Automation Videos

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